IHS Holding (NYSE:IHS): Examining Valuation After Strong Profit Turnaround and Upgraded 2025 Guidance

IHS Holding (NYSE:IHS) just reported a sharp turnaround in its third-quarter results, moving from a net loss last year to a meaningful profit this period. The company also raised its full-year 2025 revenue guidance, signaling expectations for stronger performance ahead.

See our latest analysis for IHS Holding.

IHS Holding’s rally has been hard to miss, with the stock’s price jumping more than 111% year-to-date. Investors have clearly responded to the company’s turnaround and upgraded 2025 outlook. Recent gains point to building momentum, especially as IHS transitions from losses to meaningful profitability. However, its total shareholder return over three years remains slightly in the red, which highlights how sharp the recovery has been.

If IHS’s stunning rebound has you rethinking what’s possible with a swift turnaround, now is an ideal moment to broaden your view and discover fast growing stocks with high insider ownership

With IHS Holding now rallying sharply and upgraded guidance signaling strength, investors are left to consider whether the stock is truly undervalued at current levels or if the market has already priced in future growth.

Most Popular Narrative: 30.2% Undervalued

IHS Holding’s most widely followed narrative points to a fair value of $9.63 per share, which is notably above the recent close at $6.72. This raises an ongoing debate about whether the market is underestimating IHS’s potential, given the company’s recent turnaround.

"Sustained mobile data consumption growth and widespread smartphone adoption in key markets such as Nigeria and Brazil are driving higher leasing activity, colocations, and lease amendments, supporting double-digit organic revenue growth and underpinning future topline expansion."

Read the complete narrative.

Think those headline numbers tell the whole story? There is a set of bold growth projections and surprising margin targets quietly moving the narrative’s valuation calculation. Want to see which assumptions really tip the scales?

Result: Fair Value of $9.63 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent currency devaluation or customer concentration risks could quickly challenge the current optimism regarding IHS Holding’s recovery story.

Find out about the key risks to this IHS Holding narrative.

Build Your Own IHS Holding Narrative

If the current narrative doesn’t match your expectations or you’d rather draw your own conclusions from the data, you can shape a custom outlook in just a few minutes. Do it your way

A great starting point for your IHS Holding research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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